DiscoverWall Street BreakfastHome building activity takes hit in May
Home building activity takes hit in May

Home building activity takes hit in May

Update: 2025-06-18
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Description

Home building activity plunged last month (0:18 ). Netflix's foray into live TV (1:50 ). Chinese AI startup MiniMax considering IPO (3:20 ). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05 ).

Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements

Episode transcripts: seekingalpha.com/wsb

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Home building activity takes hit in May

Home building activity takes hit in May

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